Cornerstone Wealth Group’s iShares National Muni Bond ETF MUB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$290K Sell
2,777
-14,741
-84% -$1.54M 0.02% 251
2025
Q1
$1.85M Buy
17,518
+807
+5% +$85.1K 0.15% 110
2024
Q4
$1.78M Buy
16,711
+2,579
+18% +$275K 0.15% 110
2024
Q3
$1.54M Sell
14,132
-1,972
-12% -$214K 0.13% 112
2024
Q2
$1.72M Sell
16,104
-821
-5% -$87.5K 0.15% 107
2024
Q1
$1.82M Buy
16,925
+4,438
+36% +$478K 0.17% 103
2023
Q4
$1.35M Buy
12,487
+3,099
+33% +$336K 0.19% 88
2023
Q3
$963K Sell
9,388
-561
-6% -$57.5K 0.17% 96
2023
Q2
$1.06M Sell
9,949
-291
-3% -$31.1K 0.19% 94
2023
Q1
$1.1M Sell
10,240
-562
-5% -$60.6K 0.2% 97
2022
Q4
$1.14M Buy
+10,802
New +$1.14M 0.22% 86